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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SVB Wealth
Massachusetts
$14.7M -$228K -650 -2%
GWM
827
Geneos Wealth Management
Colorado
$14.6M +$2.88M +8,206 +25%
KWM
828
Koa Wealth Management
California
$14.5M +$14.3M +40,780 New
DSAM
829
Dock Street Asset Management
Florida
$14.5M -$137K -389 -0.9%
KJWM
830
Kiley Juergens Wealth Management
Washington
$14.5M +$142K +405 +1%
BP
831
Ballentine Partners
Massachusetts
$14.4M +$1.5M +4,272 +12%
AAS
832
Ameritas Advisory Services
Nebraska
$14.4M -$3.95M -11,254 -23%
AWA
833
Arete Wealth Advisors
Illinois
$14.4M +$878K +2,501 +7%
ERIM
834
Eagle Ridge Investment Management
Connecticut
$14.3M -$65.6K -187 -0.5%
SC
835
Stolper & Co
Oklahoma
$14.3M +$29.5K +84 +0.2%
AJ
836
Ashburton (Jersey)
Jersey
$14.3M -$1.04M -2,977 -7%
BRCM
837
Bright Rock Capital Management
Massachusetts
$14.3M – – –
NC
838
Naman Capital
Brazil
$14.3M – – –
DWP
839
Daymark Wealth Partners
Ohio
$14.2M +$1.11M +3,168 +9%
FA
840
Financial Avengers
California
$14.2M -$47.4K -135 -0.3%
NEWAS
841
N.E.W. Advisory Services
Wisconsin
$14.1M -$75.1K -214 -0.5%
WCM
842
Wedge Capital Management
North Carolina
$14.1M -$142K -404 -1%
LF
843
Longbow Finance
Switzerland
$14.1M +$744K +2,119 +6%
HVP
844
Hudson Value Partners
Florida
$14.1M +$166K +472 +1%
ECM
845
Exchange Capital Management
Michigan
$14.1M -$152K -432 -1%
WDL
846
Well Done LLC
Michigan
$14M +$633K +1,804 +5%
BHWM
847
Bar Harbor Wealth Management
New Hampshire
$14M +$21.4K +61 +0.2%
SC
848
Swan Capital
Florida
$14M +$1.42M +4,033 +11%
NP
849
NorthRock Partners
Minnesota
$14M +$7.25M +20,643 +111%
WRM
850
Weybosset Research & Management
Rhode Island
$14M -$100K -286 -0.7%
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